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Blog Archive

9/26/2023 The 10 Year Plan
Post by Richard Bell, Partner, Senior Financial Planner A 10-year financial p More
9/7/2023 Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact
Picture this: you and your spouse are approaching retirement. The kids are moved More
Apr 2023 Quarterly Conversation now on video
4/25/2023 April 2023 Quarterly Conversation Video Recap
2023 kicked off better than we anticipated, with healthy numbers across the boar More
1/23/2023 January 2023 Quarterly Conversation Video Recap
Catch January's Quarterly Conversation on video! In the first quarter of 2023, More
10/28/2022 October 2022 Quarterly Conversation Video Recap
Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
Planning Capital's July 2022 Quarterly Conversation video recap
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
5/3/2022 The Best Way to Apply for College as a Family? Have a Plan
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
9/14/2021 3 Questions You Should Be Asking Your Financial Advisor
Like many other facets of your life, your financial situation will likely change More
Commentary
7/9/2024 Commentary – 2024 3rd Quarter
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
All Commentary